Davenport PBH LLC is a private equity investment fund that invests in publicly traded securities like stocks, bonds, and options. The fund focuses on common stock, including special situations, illiquid stocks, and sectors that are out of favor. Davenport PBH LLC does not tailor its services to individual investor needs, nor do they allow investors to impose restrictions on investments. Investors receive an interest in a limited partnership.
Assets Under Management$6.5M
Clients18
Advisors1
Avg. per Client$360K
Avg. per Advisor$6.5M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Also charges a performance fee of 7.5% of capital gains annually.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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